The Analysis of LifeWealth Investments, LLC's Holdings
Currently, LifeWealth Investments, LLC holds 214 types of securities in its portfolio with a total value $351.5M. In the most recent quarter, they have increased their positions in AMZN (+24.6K shares, valued at $5.4M), SIXP (+133.9K shares, valued at $4.1M), NVDA (+20.2K shares, valued at $3.0M); decreased their positions in JANW (-61.7K shares, valued at $2.2M), IWP (-10.9K shares, valued at $1.6M), GDEC (-19.9K shares, valued at $731.6K); initiated new positions in AMZN (+24.6K shares, valued at $5.4M), SIXP (+133.9K shares, valued at $4.1M), DECU (+86.2K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWY ISHARES TR100.6K shares7.03%2025-09-302025-10-20
IWX ISHARES TR178.3K shares11.49%2025-09-302025-10-20 USFR WISDOMTREE TR272.2K shares2.64%2025-09-302025-10-20 SCEC CAPITOL SER TR533.3K shares13.79%2025-09-302025-10-20 NVDA NVIDIA CORPORATION83.3K shares32.05%2025-09-302025-10-20 BUFF INNOVATOR ETFS TRUST233.8K shares2.63%2025-09-302025-10-20 AAPL APPLE INC43.4K shares-2.78%2025-09-302025-10-20 EFV ISHARES TR135.1K shares6.29%2025-09-302025-10-20 EFG ISHARES TR76.8K shares8.61%2025-09-302025-10-20 IAU ISHARES GOLD TR117.6K shares0.75%2025-09-302025-10-20 IWS ISHARES TR61.2K shares8.12%2025-09-302025-10-20 PDI PIMCO DYNAMIC INCOME FD323.3K shares0.44%2025-09-302025-10-20 VNLA JANUS DETROIT STR TR126.6K shares0.76%2025-09-302025-10-20 MSFT MICROSOFT CORP11.7K shares29.96%2025-09-302025-10-20 TLT ISHARES TR66.9K shares2.19%2025-09-302025-10-20 MUB ISHARES TR54.4K shares7.52%2025-09-302025-10-20 IEMG ISHARES INC85.7K shares10.37%2025-09-302025-10-20 AMZN AMAZON COM INC24.6K sharesnew addition2025-09-302025-10-20 SPYM SPDR SERIES TRUST66.3K shares-6.05%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F81.2K shares0.90%2025-09-302025-10-20 VTWO VANGUARD SCOTTSDALE FDS45.5K shares57.77%2025-09-302025-10-20 SIXP AIM ETF PRODUCTS TRUST133.9K sharesnew addition2025-09-302025-10-20 SLV ISHARES SILVER TR90.1K shares0.46%2025-09-302025-10-20 DJUL FIRST TR EXCHNG TRADED FD VI76.9K shares-6.57%2025-09-302025-10-20 TUA SIMPLIFY EXCHANGE TRADED FUN156.3K shares7.05%2025-09-302025-10-20 DFEB FIRST TR EXCHNG TRADED FD VI69.9K shares-0.87%2025-09-302025-10-20 COWZ PACER FDS TR52.3K shares3.26%2025-09-302025-10-20 MGV VANGUARD WORLD FD21.6K shares2.34%2025-09-302025-10-20 GOOGL ALPHABET INC12.0K shares1.24%2025-09-302025-10-20 VOO VANGUARD INDEX FDS4.8K shares14.49%2025-09-302025-10-20 DECW AIM ETF PRODUCTS TRUST81.7K shares4.88%2025-09-302025-10-20 MAR MARRIOTT INTL INC NEW13.0K shares63.93%2025-09-302025-10-20 META META PLATFORMS INC3.5K shares3.57%2025-09-302025-10-20 DSEP FIRST TR EXCHNG TRADED FD VI56.7K shares-11.11%2025-09-302025-10-20 DECU AIM ETF PRODUCTS TRUST86.2K sharesnew addition2025-09-302025-10-20 QBER ELEVATION SERIES TRUST91.6K shares55.41%2025-09-302025-10-20 TSLA TESLA INC5.1K shares-0.18%2025-09-302025-10-20 SEPW AIM ETF PRODUCTS TRUST71.6K sharesnew addition2025-09-302025-10-20 VCSH VANGUARD SCOTTSDALE FDS26.9K shares2.17%2025-09-302025-10-20 IWP ISHARES TR14.2K shares-43.48%2025-09-302025-10-20 AVGO BROADCOM INC6.1K shares4.41%2025-09-302025-10-20 DAUG FIRST TR EXCHNG TRADED FD VI40.7K shares0.03%2025-09-302025-10-20 SMMU PIMCO ETF TR35.1K shares0.00%2025-09-302025-10-20 VOE VANGUARD INDEX FDS10.0K shares2.10%2025-09-302025-10-20 BILZ PIMCO ETF TR17.2K shares37.97%2025-09-302025-10-20 QQQE DIREXION SHS ETF TR16.6K shares2.01%2025-09-302025-10-20 GJAN FIRST TR EXCHNG TRADED FD VI39.9K shares-0.02%2025-09-302025-10-20 VGSH VANGUARD SCOTTSDALE FDS28.2K shares5.54%2025-09-302025-10-20 JULW AIM ETF PRODUCTS TRUST42.8K sharesnew addition2025-09-302025-10-20 VOT VANGUARD INDEX FDS5.4K shares2.64%2025-09-302025-10-20 IVV ISHARES TR2.1K shares3.94%2025-09-302025-10-20 ONEZ ELEVATION SERIES TRUST53.2K shares87.21%2025-09-302025-10-20 NFLX NETFLIX INC1.1K shares1.96%2025-09-302025-10-20 SDVY FIRST TR EXCHANGE-TRADED FD35.5K shares2.08%2025-09-302025-10-20 SEPZ ELEVATION SERIES TRUST30.7K sharesnew addition2025-09-302025-10-20 PG PROCTER AND GAMBLE CO8.1K shares1.39%2025-09-302025-10-20 GOOG ALPHABET INC5.1K shares1.99%2025-09-302025-10-20 JPST J P MORGAN EXCHANGE TRADED F24.1K shares-0.24%2025-09-302025-10-20 PMAR INNOVATOR ETFS TRUST25.2K shares0.00%2025-09-302025-10-20 BUFD FIRST TR EXCHNG TRADED FD VI39.6K shares8.13%2025-09-302025-10-20 MO ALTRIA GROUP INC15.6K shares-0.91%2025-09-302025-10-20 HD HOME DEPOT INC2.5K shares39.59%2025-09-302025-10-20 VTI VANGUARD INDEX FDS3.0K shares-0.43%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW1.0K shares55.34%2025-09-302025-10-20 DDEC FIRST TR EXCHNG TRADED FD VI21.4K shares-6.21%2025-09-302025-10-20 V VISA INC2.6K shares-3.22%2025-09-302025-10-20 CMF ISHARES TR15.8K shares0.00%2025-09-302025-10-20 DGRS WISDOMTREE TR18.0K shares4.23%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP1.7K shares9.14%2025-09-302025-10-20 DIS DISNEY WALT CO7.2K shares-6.86%2025-09-302025-10-20 CVX CHEVRON CORP NEW5.0K shares8.08%2025-09-302025-10-20 WDIV SPDR INDEX SHS FDS10.5K shares0.74%2025-09-302025-10-20 FGD FIRST TR EXCHANGE TRADED FD26.6K shares-4.13%2025-09-302025-10-20 DNOV FIRST TR EXCHNG TRADED FD VI16.2K shares0.00%2025-09-302025-10-20 DOCT FIRST TR EXCHNG TRADED FD VI17.6K shares0.00%2025-09-302025-10-20 PFE PFIZER INC29.4K shares3.00%2025-09-302025-10-20 XOM EXXON MOBIL CORP6.7K shares-3.00%2025-09-302025-10-20 ICLO INVESCO ACTIVELY MANAGED EXC29.3K shares42.30%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC4.5K shares-2.96%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC16.4K shares0.45%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC3.9K shares2.00%2025-09-302025-10-20 GE GE AEROSPACE2.3K shares8.82%2025-09-302025-10-20 EIX EDISON INTL12.6K shares24.05%2025-09-302025-10-20 DAPR FIRST TR EXCHNG TRADED FD VI17.9K shares21.11%2025-09-302025-10-20 ORCL ORACLE CORP2.5K shares-6.85%2025-09-302025-10-20 VYM VANGUARD WHITEHALL FDS4.9K shares1.26%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS2.4K shares-0.81%2025-09-302025-10-20 APH AMPHENOL CORP NEW5.4K shares56.72%2025-09-302025-10-20 T AT&T INC23.3K shares0.84%2025-09-302025-10-20 DJAN FIRST TR EXCHNG TRADED FD VI15.4K shares0.00%2025-09-302025-10-20 JULU AIM ETF PRODUCTS TRUST22.0K shares31.26%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.2.0K shares-2.64%2025-09-302025-10-20 GS GOLDMAN SACHS GROUP INC800 shares5.40%2025-09-302025-10-20 GJUL FIRST TR EXCHNG TRADED FD VI15.7K sharesnew addition2025-09-302025-10-20 LLY ELI LILLY & CO810 shares0.87%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-6.80%2025-09-302025-10-20 MA MASTERCARD INCORPORATED1.1K shares2.00%2025-09-302025-10-20 TROW PRICE T ROWE GROUP INC5.9K shares0.60%2025-09-302025-10-20 MCD MCDONALDS CORP1.9K shares3.98%2025-09-302025-10-20 DECZ ELEVATION SERIES TRUST14.2K sharesnew addition2025-09-302025-10-20 LISTED FDS TR LISTED FDS TR14.2K sharesnew addition2025-09-302025-10-20 NEE NEXTERA ENERGY INC7.6K shares0.20%2025-09-302025-10-20 DECT AIM ETF PRODUCTS TRUST16.1K shares0.72%2025-09-302025-10-20 XFEB FIRST TR EXCHNG TRADED FD VI16.1K shares0.00%2025-09-302025-10-20 RF REGIONS FINANCIAL CORP NEW20.9K shares-2.74%2025-09-302025-10-20 KEY KEYCORP29.3K shares0.11%2025-09-302025-10-20 D DOMINION ENERGY INC8.9K shares0.75%2025-09-302025-10-20 DIV GLOBAL X FDS30.4K shares2.53%2025-09-302025-10-20 VLO VALERO ENERGY CORP3.2K shares0.99%2025-09-302025-10-20 BAC BANK AMERICA CORP10.4K shares3.08%2025-09-302025-10-20 F FORD MTR CO44.6K shares-1.07%2025-09-302025-10-20 JAAA JANUS DETROIT STR TR10.5K shares0.57%2025-09-302025-10-20 CFG CITIZENS FINL GROUP INC9.9K shares-4.29%2025-09-302025-10-20 TFC TRUIST FINL CORP11.4K shares-0.69%2025-09-302025-10-20 CMS CMS ENERGY CORP7.1K shares1.19%2025-09-302025-10-20 USB US BANCORP DEL10.6K shares-0.23%2025-09-302025-10-20 WMT WALMART INC5.0K shares10.13%2025-09-302025-10-20 ADM ARCHER DANIELS MIDLAND CO8.5K shares-0.20%2025-09-302025-10-20 AEP AMERICAN ELEC PWR CO INC4.5K sharesnew addition2025-09-302025-10-20 LAZ LAZARD INC9.5K shares0.07%2025-09-302025-10-20 TPLE TIMOTHY PLAN18.1K shares39.83%2025-09-302025-10-20 DE DEERE & CO1.1K shares0.84%2025-09-302025-10-20 ANET ARISTA NETWORKS INC3.4K shares-4.27%2025-09-302025-10-20 CVS CVS HEALTH CORP6.5K shares8.47%2025-09-302025-10-20 CASY CASEYS GEN STORES INC858 shares2.14%2025-09-302025-10-20 HBAN HUNTINGTON BANCSHARES INC27.9K shares-1.99%2025-09-302025-10-20 PRU PRUDENTIAL FINL INC4.6K shares1.62%2025-09-302025-10-20 SEPT AIM ETF PRODUCTS TRUST13.7K sharesnew addition2025-09-302025-10-20 ABBV ABBVIE INC2.0K shares2.68%2025-09-302025-10-20 SPD SIMPLIFY EXCHANGE TRADED FUN11.7K shares7.26%2025-09-302025-10-20 FITB FIFTH THIRD BANCORP10.0K shares0.04%2025-09-302025-10-20 FE FIRSTENERGY CORP9.7K shares6.22%2025-09-302025-10-20 ES EVERSOURCE ENERGY6.1K shares4.71%2025-09-302025-10-20 ORI OLD REP INTL CORP10.2K shares-0.34%2025-09-302025-10-20 OGE OGE ENERGY CORP9.3K shares-1.09%2025-09-302025-10-20 WEC WEC ENERGY GROUP INC3.7K shares0.11%2025-09-302025-10-20 OMC OMNICOM GROUP INC5.2K shares0.64%2025-09-302025-10-20 IP INTERNATIONAL PAPER CO9.0K shares1.79%2025-09-302025-10-20 PPL PPL CORP11.1K shares-0.64%2025-09-302025-10-20 VGLT VANGUARD SCOTTSDALE FDS7.2K shares1.96%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON2.2K shares-3.11%2025-09-302025-10-20 INTU INTUIT586 shares-0.51%2025-09-302025-10-20 DTE DTE ENERGY CO2.8K shares0.25%2025-09-302025-10-20 NBOS NEUBERGER BERMAN ETF TRUST14.8K shares1.83%2025-09-302025-10-20 LYB LYONDELLBASELL INDUSTRIES N8.1K shares-4.47%2025-09-302025-10-20 EXC EXELON CORP8.6K shares0.95%2025-09-302025-10-20 PEG PUBLIC SVC ENTERPRISE GRP IN4.5K shares0.20%2025-09-302025-10-20 PNW PINNACLE WEST CAP CORP4.2K shares1.22%2025-09-302025-10-20 GPC GENUINE PARTS CO2.7K shares0.71%2025-09-302025-10-20 QQQ INVESCO QQQ TR617 shares3.01%2025-09-302025-10-20 BG BUNGE GLOBAL SA4.6K shares7.76%2025-09-302025-10-20 EDIV SPDR INDEX SHS FDS9.5K shares1.66%2025-09-302025-10-20 MINT PIMCO ETF TR3.6K shares1.11%2025-09-302025-10-20 CHY CALAMOS CONV & HIGH INCOME F31.7K shares3.51%2025-09-302025-10-20 CLOI VANECK ETF TRUST6.6K shares18.41%2025-09-302025-10-20 PFG PRINCIPAL FINANCIAL GROUP IN4.2K shares-3.59%2025-09-302025-10-20 HPQ HP INC12.8K shares1.72%2025-09-302025-10-20 SWKS SKYWORKS SOLUTIONS INC4.4K shares1.39%2025-09-302025-10-20 UAPR INNOVATOR ETFS TRUST10.3K shares-5.73%2025-09-302025-10-20 SW SMURFIT WESTROCK PLC7.7K shares-0.62%2025-09-302025-10-20 CAT CATERPILLAR INC675 shares0.15%2025-09-302025-10-20 EME EMCOR GROUP INC494 shares1.02%2025-09-302025-10-20 OKE ONEOK INC NEW4.4K shares-1.54%2025-09-302025-10-20 ANGL VANECK ETF TRUST10.6K shares1.18%2025-09-302025-10-20 BBY BEST BUY INC4.2K shares-12.69%2025-09-302025-10-20 GIS GENERAL MLS INC6.2K shares-12.32%2025-09-302025-10-20 JANW AIM ETF PRODUCTS TRUST8.6K shares-87.78%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-10-20 UBER UBER TECHNOLOGIES INC3.1K shares9.42%2025-09-302025-10-20 BUFR FIRST TR EXCHNG TRADED FD VI8.9K shares-0.21%2025-09-302025-10-20 FERG FERGUSON ENTERPRISES INC1.3K shares20.16%2025-09-302025-10-20 PYLD PIMCO ETF TR10.9K shares12.00%2025-09-302025-10-20 AWI ARMSTRONG WORLD INDS INC NEW1.5K sharesnew addition2025-09-302025-10-20 WFC WELLS FARGO CO NEW3.4K shares-15.26%2025-09-302025-10-20 CAG CONAGRA BRANDS INC15.6K shares2.45%2025-09-302025-10-20 TPHD TIMOTHY PLAN7.1K sharesnew addition2025-09-302025-10-20 TMO THERMO FISHER SCIENTIFIC INC567 shares0.35%2025-09-302025-10-20 KMB KIMBERLY-CLARK CORP2.2K shares2.85%2025-09-302025-10-20 MS MORGAN STANLEY1.7K shares1.30%2025-09-302025-10-20 XONE BONDBLOXX ETF TRUST5.4K shares0.50%2025-09-302025-10-20 FAUG FIRST TR EXCHNG TRADED FD VI5.2K shares20.03%2025-09-302025-10-20 SPYC SIMPLIFY EXCHANGE TRADED FUN6.2K shares7.42%2025-09-302025-10-20 XDEC FIRST TR EXCHNG TRADED FD VI6.5K shares-3.95%2025-09-302025-10-20 CSCO CISCO SYS INC3.7K shares3.37%2025-09-302025-10-20 QUAL ISHARES TR1.3K shares-13.04%2025-09-302025-10-20 BIL SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-10-20 LECO LINCOLN ELEC HLDGS INC1.1K shares0.00%2025-09-302025-10-20 FDX FEDEX CORP1.0K shares-1.17%2025-09-302025-10-20 BOND PIMCO ETF TR2.6K sharesnew addition2025-09-302025-10-20 MARM FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2025-09-302025-10-20 DJUN FIRST TR EXCHNG TRADED FD VI5.0K shares-12.11%2025-09-302025-10-20 SGOV ISHARES TR2.3K sharesnew addition2025-09-302025-10-20 GDX VANECK ETF TRUST3.0K sharesnew addition2025-09-302025-10-20 CTAS CINTAS CORP1.1K shares2.12%2025-09-302025-10-20 GDEC FIRST TR EXCHNG TRADED FD VI6.1K shares-76.49%2025-09-302025-10-20 FDIS FIDELITY COVINGTON TRUST2.2K sharesnew addition2025-09-302025-10-20 DUOL DUOLINGO INC694 sharesnew addition2025-09-302025-10-20 ISRG INTUITIVE SURGICAL INC499 shares3.53%2025-09-302025-10-20 DD DUPONT DE NEMOURS INC2.9K sharesnew addition2025-09-302025-10-20 BLK BLACKROCK INC191 sharesnew addition2025-09-302025-10-20 DMAR FIRST TR EXCHNG TRADED FD VI5.4K shares3.66%2025-09-302025-10-20 COR CENCORA INC703 shares1.01%2025-09-302025-10-20 IWD ISHARES TR1.1K sharesnew addition2025-09-302025-10-20 DVY ISHARES TR1.5K sharesnew addition2025-09-302025-10-20 IWO ISHARES TR661 sharesnew addition2025-09-302025-10-20 XSEP FIRST TR EXCHNG TRADED FD VI5.1K shares-23.37%2025-09-302025-10-20 LRCX LAM RESEARCH CORP1.6K sharesnew addition2025-09-302025-10-20 IVW ISHARES TR1.7K sharesnew addition2025-09-302025-10-20 MDYG SPDR SERIES TRUST2.2K sharesnew addition2025-09-302025-10-20 PSLV SPROTT ASSET MANAGEMENT LP11.8K shares0.00%2025-09-302025-10-20 TYA SIMPLIFY EXCHANGE TRADED FUN10.4K shares-76.85%2025-09-302025-10-20 HFRO HIGHLAND OPPS & INCOME FD14.6K shares0.00%2025-09-302025-10-20 TLRY TILRAY BRANDS INC10.0K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available